Jul
20th

Monthly Gift Planning Tips from CFSI

Categories: Foundation Advisor eNews |

Working with CFSI By partnering with the Community Foundation you can make it easier for your clients to give effectively, help them receive tax benefits they may not realize on their own, and encourage support to the organizations and causes they care most about.  At the Community Foundation of Southern Indiana, philanthropy is our business…

May
10th

It’s 5 O’Clock Somewhere! Join Us and Hear from Turney P. Berry!

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Forecast Calls for Remainder Trust Sprinkling Some clients interested in establishing charitable remainder trusts may want to retain flexibility when it comes to naming income beneficiaries . . . more  Converting and Contributing Clients who might consider converting their traditional IRAs to Roth IRAs…

Apr
19th

Tax Season is Over! REGISTER NOW for CLE/CPE/CFP!

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Keep the House in the Family with a Private Reverse Mortgage Reverse mortgages allow homeowners to tap into the equity of their homes, but they can have some drawbacks, including fees, maximum loan ceilings and the inability to bequeath the home to family members…

Mar
14th

REGISTER NOW: Upcoming Advisor Events

Categories: Foundation Advisor eNews |

Click here to support Linda! And remember, you can vote once a day, every day until March 22nd! Join us for Lunch! Partnering with the Community Foundation to Simplify Your Clients’ Giving Lunch and Learn April 6, 2017 12:00 – 1:00 pm CFSI Offices 4100 Charlestown Rd. New Albany, Indiana Join the Community Foundation of…

Jan
24th

Save The Date – 14th Annual Advisor Seminar

Categories: Foundation Advisor eNews |

CFSI Receives National Accreditation  Renewed Assurance for Your Clients’ Philanthropic Goals Your clients insist on sound advice and the highest standards for financial management. So do ours. The Community Foundation of Southern Indiana’s recently renewed accreditation with National Standards for U.S. Community Foundations® indicates that we meet the most rigorous standards in philanthropy. This voluntary…

Nov
18th

Help Your Clients Prepare to Celebrate

Categories: Foundation Advisor eNews |

HELP YOUR CLIENTS PREPARE TO Celebrate! LET US HELP YOU COMPLETE THEIR YEAR-END GIVING NOW, SO THEY CAN ENJOY THE NEW YEAR The time to prepare your client’s year-end plans is now. We can help. The Community Foundation of Southern Indiana offers you – and your clients – many solutions for charitable giving, tax planning,…

Sep
22nd

Save Some Time Planning This Year-End

Categories: Foundation Advisor eNews |

It’s Time to Start Thinking About Your Clients’ Year-End Plans Are you starting to think about your clients’ year-end plans? It’s hard to believe but the time to start putting together your clients’ year-end plans is now. As your and your clients’ partner, resource and steward in philanthropy, we can work with you to provide…

Jul
11th

Community Foundation Meets $2 Million Match

Categories: Foundation Advisor eNews |

Thank You  For Helping Us Reach Our $2 Million Matching Goal   To our current and past board, volunteers, staff, professional advisors, fundholders, donors and our entire community, thank you for helping us reach our $2 million matching grant goal from Lilly Endowment, Inc.! We couldn’t have done this without you.  Due to your support…

May
17th

Register Now – Free CLE/CPE/CFP Seminar

Categories: Foundation Advisor eNews |

Lucian Simmons will discuss how to value works of art for charitable giving and the legal issues surrounding the displacement of art during WWII. Martin Hall will present 2016’s most innovative and unique trends and developments for charitable taxation and planning giving. This free seminar offers the following continuing education credits: 2.5 hours of CLE…

Apr
6th

Save the Date: Annual Professional Advisor Seminar

Categories: Foundation Advisor eNews |

Save The Date  Annual Professional Advisor Seminar  Morning of June 2, 2016 We are pleased to announce our upcoming Annual Professional Advisor Seminar, which will be held at the Muhammad Ali Center in Louisville, Kentucky, on the morning of June 2, 2016.  As in prior years, we will be partnering with the Community Foundation of Louisville to…